Test 002 for Alex Valdez

Request

Create a 30-minute reminder at 9:00 AM Eastern on February 1, 2028. In the reminder, include the exact medical deduction, employee HSA contribution, January employer HSA deposit, and automatic-investment cash threshold that I should verify from my records.

Required memory

Fact 279

Alex Valdez enabled automatic HSA investment; the account now keeps an exact $2,800 cash threshold and directs settled cash above that amount to the existing investment allocation.

Source evidence (1)

004705Oct 1, 2027 / 08:08 UTC-04:00

I enabled automatic HSA investment myself. The portal now shows an exact $2,800 cash threshold, with settled cash above it directed to the account’s existing investment allocation. My $90 biweekly payroll contribution and Sphere’s remaining October $225 employer deposit are unchanged.

Message 004705 in history

Fact 286

Alex Valdez selected Sphere’s individual HDHP for January 1 through December 31, 2028, at $104 per biweekly paycheck ($2,704 across 26 paychecks), with a $2,400 deductible, 10% coinsurance after the deductible, fully covered preventive care, a $4,800 out-of-pocket maximum, and HSA eligibility.

Source evidence (1)

004778Oct 20, 2027 / 16:47 UTC-04:00

I personally completed Sphere’s 2028 open enrollment during the reserved block. The portal shows my election as submitted and final. I selected the individual HDHP for January 1 through December 31, 2028 at $104 per biweekly paycheck, or $2,704 across 26 paychecks, with a $2,400 deductible, 10% coinsurance after the deductible, fully covered preventive care, a $4,800 out-of-pocket maximum, and HSA eligibility. My current primary-care office and preferred pharmacy are in network. I elected a $90 employee HSA contribution from each of 26 paychecks, totaling $2,340. Sphere will add four $225 deposits in January, April, July, and October, bringing planned combined 2028 HSA funding to $3,240. My 2027 coverage and payroll settings remain unchanged through December 31, 2027.

Message 004778 in history

Fact 287

Alex Valdez elected a $90 employee HSA contribution from each of 26 paychecks in 2028, totaling $2,340; Sphere will contribute four $225 deposits in January, April, July, and October, bringing planned combined 2028 HSA funding to $3,240.

Source evidence (1)

004778Oct 20, 2027 / 16:47 UTC-04:00

I personally completed Sphere’s 2028 open enrollment during the reserved block. The portal shows my election as submitted and final. I selected the individual HDHP for January 1 through December 31, 2028 at $104 per biweekly paycheck, or $2,704 across 26 paychecks, with a $2,400 deductible, 10% coinsurance after the deductible, fully covered preventive care, a $4,800 out-of-pocket maximum, and HSA eligibility. My current primary-care office and preferred pharmacy are in network. I elected a $90 employee HSA contribution from each of 26 paychecks, totaling $2,340. Sphere will add four $225 deposits in January, April, July, and October, bringing planned combined 2028 HSA funding to $3,240. My 2027 coverage and payroll settings remain unchanged through December 31, 2027.

Message 004778 in history

Expected tool calls

create_calendar_event

Grading

1. field_equals / create_calendar_event

{
  "type": "field_equals",
  "tool": "create_calendar_event",
  "action_id": "alex_002_create_calendar_event",
  "path": "result.ok",
  "value": true,
  "check_id": "alex_002_00"
}

2. datetime_absolute_eq / create_calendar_event

{
  "type": "datetime_absolute_eq",
  "path": "result.event.start",
  "value": "2028-02-01T09:00:00-05:00",
  "tool": "create_calendar_event",
  "action_id": "alex_002_create_calendar_event",
  "check_id": "alex_002_01"
}

3. datetime_absolute_eq / create_calendar_event

{
  "type": "datetime_absolute_eq",
  "path": "result.event.end",
  "value": "2028-02-01T09:30:00-05:00",
  "tool": "create_calendar_event",
  "action_id": "alex_002_create_calendar_event",
  "check_id": "alex_002_02"
}

4. field_llm_judge / create_calendar_event

{
  "type": "field_llm_judge",
  "path": "result.event.body",
  "criterion": "The notes say to verify a $104 medical deduction, a $90 employee HSA contribution, the $225 January employer deposit, and the exact $2,800 automatic-investment cash threshold.",
  "tool": "create_calendar_event",
  "action_id": "alex_002_create_calendar_event",
  "check_id": "alex_002_03"
}

Complete grading specification

{
  "type": "tool_trace",
  "config": {
    "check_version": 2,
    "today": "2028-01-01",
    "assertions": [
      {
        "type": "field_equals",
        "tool": "create_calendar_event",
        "action_id": "alex_002_create_calendar_event",
        "path": "result.ok",
        "value": true,
        "check_id": "alex_002_00"
      },
      {
        "type": "datetime_absolute_eq",
        "path": "result.event.start",
        "value": "2028-02-01T09:00:00-05:00",
        "tool": "create_calendar_event",
        "action_id": "alex_002_create_calendar_event",
        "check_id": "alex_002_01"
      },
      {
        "type": "datetime_absolute_eq",
        "path": "result.event.end",
        "value": "2028-02-01T09:30:00-05:00",
        "tool": "create_calendar_event",
        "action_id": "alex_002_create_calendar_event",
        "check_id": "alex_002_02"
      },
      {
        "type": "field_llm_judge",
        "path": "result.event.body",
        "criterion": "The notes say to verify a $104 medical deduction, a $90 employee HSA contribution, the $225 January employer deposit, and the exact $2,800 automatic-investment cash threshold.",
        "tool": "create_calendar_event",
        "action_id": "alex_002_create_calendar_event",
        "check_id": "alex_002_03"
      }
    ]
  }
}